See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,439 | $93,024-68.4% | $77,024-61.8% | $134,475-78.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,861 | $3,418+13.0% | $2,812+37.3% | $4,740-18.5% |
| Participant deferral / active EE | $7,044 | $5,238+34.5% | $4,426+59.1% | $6,400+10.1% |
| Admin fee / account holder | $185 | $6,944-97.3% | $5,425-96.6% | $11,426-98.4% |